A detailed history of Heck Capital Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Heck Capital Advisors, LLC holds 110,725 shares of SHV stock, worth $12.2 Million. This represents 1.05% of its overall portfolio holdings.

Number of Shares
110,725
Previous 109,904 0.75%
Holding current value
$12.2 Million
Previous $12.1 Billion 0.71%
% of portfolio
1.05%
Previous 1.37%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025

BUY
$110.06 - $110.46 $90,359 - $90,687
821 Added 0.75%
110,725 $12.2 Billion
Q1 2025

May 12, 2025

BUY
$110.11 - $110.51 $4.72 Million - $4.74 Million
42,877 Added 63.97%
109,904 $12.1 Billion
Q4 2024

May 13, 2025

SELL
$109.92 - $110.57 $4.65 Million - $4.67 Million
-42,261 Reduced 38.45%
67,643 $7.45 Billion
Q4 2024

Feb 25, 2025

BUY
$109.92 - $110.57 $7.37 Million - $7.41 Million
67,027 New
67,027 $7.38 Billion
Q3 2024

May 19, 2025

SELL
$110.05 - $110.63 $191,707 - $192,717
-1,742 Reduced 2.37%
71,650 $7.93 Billion
Q2 2024

May 19, 2025

BUY
$110.04 - $110.51 $7.86 Million - $7.89 Million
71,390 Added 3565.93%
73,392 $8.11 Billion
Q1 2024

May 19, 2025

SELL
$110.11 - $110.57 $46,796 - $46,992
-425 Reduced 17.51%
2,002 $221 Million
Q4 2023

May 19, 2025

BUY
$109.86 - $110.59 $25,707 - $25,878
234 Added 10.67%
2,427 $267 Million
Q3 2023

May 19, 2025

SELL
$109.99 - $110.5 $11.8 Million - $11.9 Million
-107,711 Reduced 98.0%
2,193 $242 Million
Q1 2023

May 19, 2025

BUY
$109.94 - $110.5 $42,326 - $42,542
385 New
385 $42.5 Million
Q4 2022

May 19, 2025

SELL
$109.74 - $110.1 $219,699 - $220,420
-2,002 Closed
0 $0
Q3 2022

May 19, 2025

SELL
$109.92 - $110.13 $11.9 Million - $11.9 Million
-107,902 Reduced 98.18%
2,002 $221 Million

Others Institutions Holding SHV

About ISHARES TR


  • Ticker SHV
  • Sector ETFs
  • Industry ETFs
More about SHV
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